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Financial Advice Options
APL Federal Credit Union is pleased to provide our members with two paths to expert financial advice.

Baltimore-Washington Financial Advisors (BWFA) has been selected by Goldline Research as one of the 10 MOST DEPENDABLE WEALTH MANAGERS in the Mid-Atlantic region. The results were recently published in the Forbes Magazine’s 2008 Annual Investment Guide.

Goldline is an independent research firm that evaluated thousands of wealth management firms on the following criteria:

• Exceptional client references
• 10+ years of experience
• No lawsuits or grievances filed against the firm
• Firms who have signed a Fiduciary Oath
• Having employees who hold advanced certifications in relevant specialties
• Providing a comprehensive range of Wealth Management Services, including Retirement & Estate Planning, Investment Management and Tax Services.

BWFA Site

 

MyFinancialAdvice.com
MyFinancialAdvice.com allows you to go online and connect LIVE by phone and e-mail to professional financial advisors. Get affordable, objective and personal answers to ALL your financial questions – from managing debt to planning for retirement. Special 10% discount for APL Federal Credit Union members. To get started, click here


  • The advisors at BWFA and Myfinancialadvice.com charge on a fee-for-service basis.
  • They do not sell financial products. No commissions. No sales pressure.
  • Interviews, consultations and proposals are FREE
  • APL Federal Credit Union negotiated discounted fees for members, which are applied at billing.


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